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Clear financial advice,
when it matter most
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Recognised for the quality of our advice
Who we help
Different stages of life call for different kinds of support
Get Your Free Retirement Guide
Learn how to turn scattered accounts, half-made decisions, and ‘what ifs’ into a clear, confident plan for the life you actually want.
How we approach advice
We help people make calm, well-judged decisions about their money, especially when those decisions start to matter more.
Advice built around real life, not theory
Your finances don’t exist in isolation. They’re shaped by work, family, health, priorities and timing.
We take the time to understand how all of that fits together, so the advice reflects how you actually live, not just how things look on paper.
Thoughtful decisions, not rushed ones
Big financial choices rarely benefit from urgency.
We focus on helping you understand the trade-offs, sense-check assumptions and move forward at a pace that feels right, particularly during periods of change.
Clear thinking when things get noisy
Markets, media and opinions can create pressure to act when doing nothing might be the better option.
Our role is to provide perspective, helping you stay focused on what matters and avoid decisions you might later regret.
A relationship built on trust
We’re open about how we work, how we’re paid and what you can expect from us.
There are no hidden agendas or surprises, just a straightforward professional relationship designed to support you over time.
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Thoughtful advice, delivered with care
Hatch Financial Planning was built on the belief that good advice starts with listening and careful judgement. Shane and Keivin work closely together to support clients through important financial decisions, combining experience with a considered, detail-focused approach.
Shane's experience
Shane has spent more than 25 years advising clients through different market cycles, life stages and periods of uncertainty. His focus has always been on clear thinking, honest conversations and building long-term relationships based on trust rather than transactions.
Keivin's perspective
Keivin advises clients with a focus on clear thinking, careful analysis and practical decision-making. She works closely with clients to help them understand their options and move forward with confidence. Her approach is calm, considered and grounded in what’s right long term.
Client experiences
What people say about working with us
Get Your Free Retirement Guide
Learn how to turn scattered accounts, half-made decisions, and ‘what ifs’ into a clear, confident plan for the life you actually want.
Questions
Find answers to what you're wondering
Yes. We welcome clients at any stage of their financial journey. Whether you're just starting out or refining an existing plan, we're here to help.
That depends on your needs. Some clients prefer half-yearly reviews, others annual. We'll establish a rhythm that works for you.
Retirement planning is core to what we do. We help you understand your options, plan your transition, and build confidence for what's ahead.
We build portfolios based on your goals, risk tolerance, and timeline. You can read more about our philosophy on the Investment Philosophy page.
Yes - absolutely. Many of our clients prefer meeting over Teams because it saves time and fits more easily into full work weeks. You can choose an online meeting when you book in a call.
We're transparent about fees. You'll find our full fee structure on our Fees page. No hidden costs, no surprises.